Adding a new country in Oracle Fusion involves defining it as a foundational geographical entity within the system. This process is crucial for various business functions, including address validation, tax calculations, sales territory assignments, and general data management.
Adding a New Geographical Country in Oracle Fusion
To define a new country as a primary geographical entity in your Oracle Fusion environment, you will use the "Manage Geographies" task. This ensures the country is recognized for all system-wide geographical configurations.
Step-by-Step Guide to Creating a Country
Follow these steps to successfully add a new geographical country:
- Access Setup and Maintenance: Navigate to the Setup and Maintenance work area. This is the central hub for configuring your Oracle Fusion applications.
- Search for Task: In the Setup and Maintenance work area, use the search function to find and select the Manage Geographies task. This task allows you to define and manage all geographical data.
- Initiate Country Creation: On the Manage Geographies page, locate and click the Actions button, then select Create Country from the dropdown menu.
- Enter Country Details: A new page or pop-up will appear where you must provide the essential information for the new country. Key details typically include:
- Country Name: The official, full name of the country (e.g., "Republic of Exampleland").
- ISO Country Code (2-Letter): The two-letter ISO 3166-1 alpha-2 code (e.g., "EX").
- ISO Country Code (3-Letter): The three-letter ISO 3166-1 alpha-3 code (e.g., "EXL").
- Country Code (Numeric): The numeric ISO 3166-1 code (e.g., "123").
- Dialing Code: The international telephone dialing prefix (e.g., "+12").
- Address Style: Select a predefined address style to ensure proper address formatting and validation for the country.
- Currency Code: The default currency associated with this country (e.g., "EXC" for Exampleland Currency).
- Date Format: The preferred date format (e.g., "DD-MON-YYYY").
- Postal Code Enabled: Indicate whether postal codes are used in this country (Yes/No).
- Enabled for Geocoding: If you plan to use geocoding services, enable this option.
- Validation Level: Set the level of validation for geographical information (e.g., "Error" to prevent incorrect entries, "Warning" to allow but flag, "No Validation").
- Save Your Changes: After entering all required information, click Save and Close or Save to finalize the creation of the new geographical country.
Once a country is defined, you can further extend its geographical structure by adding states, provinces, counties, cities, and postal codes within its hierarchy, which are crucial for detailed location management. For more detailed information on setting up and maintaining geographies, you can refer to the Oracle Help Center - Cloud Applications.
Understanding the Distinction: Geographies vs. Territories
It's important to differentiate between defining a geographical country and defining a territory. While a geographical country establishes a fundamental administrative and physical location, a territory in Oracle Fusion (often in sales, service, or marketing modules) typically represents a logical grouping or area of responsibility for business operations. A territory often uses predefined geographical entities like countries, states, or postal codes as its boundaries.
How to Create a Territory (for Context)
If your requirement is to define a sales, service, or other business territory that might utilize a country you've already defined as a geography, here's how you would typically proceed:
- Access Setup and Maintenance: Similar to creating a country, begin by navigating to the Setup and Maintenance work area.
- Search for Task: Search for and select the Manage Territories task. The specific path might vary slightly depending on the functional area (e.g., Sales, Service).
- Initiate Territory Creation: On the Manage Territories page, click the New icon (often represented by a plus sign '+') to create a new territory.
- Enter Territory Details: Provide the necessary information for the territory, which typically includes:
- Territory Name: A descriptive name (e.g., "Asia Pacific Sales Territory").
- Description: A brief explanation of the territory's purpose or scope.
- Usage: Specify the type of territory (e.g., Sales, Service, Marketing).
- Owner: Assign the individual or group responsible for the territory.
- Boundary Type: Define the geographical boundaries of the territory. This is where you would link to existing geographical entities, such as the country you previously created, or specific states/provinces, or even postal code ranges.
- Active: Mark the territory as active for use.
- Save and Close: Click Save and Close to complete the territory creation.
This process enables you to organize your operational areas based on established geographical definitions without creating the base country entity again.